Chamath: AI advantage may come less from models than from private inputs.

"When labs can build similar models, the real win comes from one unique ingredient in order to monetize it well.

Here is a basic thing about machine learning that is worth knowing: if you take 1,000 of the same inputs and give them to Facebook, Microsoft, Google, and Amazon, they will all come up with the same machine learning model.

But if you have one extra thing, one little ingredient that all of those other companies do not have, your output can be markedly different.

It is like giving two great chefs three ingredients, but giving the third chef one extra ingredient. That person has the ability to do something very special.

Right now, we are in a world where everybody is crawling the open web. We are going to move to a world where, as everybody gets sophisticated enough and information is widely available, somebody is going to say, “You know what? This site, I am not going to allow anybody else to access. It is only for me, only for my models.” Those models will become better.

So we have to let that play out a little bit. It is going to be a really interesting arms race.

The next wave of M&A, for example, could be companies like Google, Microsoft, and Facebook looking at these companies and saying, “Can they be viable inputs to my large language models or to my other machine learning and AI models?”

---

A company with unique workflows, transactions, medical records, industrial logs, legal archives, design files, or user behavior can turn boring private data into a compounding advantage.

Some startups may never become great public companies on their own, yet still become valuable because they own a data stream that makes a larger AI system sharper, more differentiated, or harder to copy.

That turns acquisition strategy upside down: the buyer may not be purchasing revenue, brand, or even software, but a private ingredient for intelligence.

Jamie Dimon’s evolution:

❌ 2017 - BTC around $5,600

“If you’re stupid enough to buy Bitcoin, you’ll pay the price one day.”

✅ 2026 - JPMorgan now

“Hey, buy Bitcoin products from us. It’s not a tulip bubble anymore - we found a way to charge fees on it.”

Legacy finance 🤡

THIS NUMBER MADE THE REVIEWER GO “WHOA” ON CAMERA AND IT SHOULD MAKE YOU GO WHOA TOO

Mac Mini PP score was 563, Strix Halo came in at 342, and DGX Spark hit 2,170

That’s not a small gap, that’s a completely different category of hardware

People were judging Spark on token generation and missing the entire point of what this box was built for

Prefill is the computationally heavy part, that’s where Blackwell eats everything else sitting on your desk

Save this before you spend $4k on the wrong machine

Running the best local model faster than most paid cloud models charge you to access.

The future where AI companies control access to intelligence just got significantly harder to defend.

$MP $UUUU $UAMY $USAR $LAC $CRML | U.S. energy researchers deploy autonomous AI agents to radically speed up critical mineral recovery from industrial waste.

The new automated robotic system compresses extraction optimization timelines from years down to just days.

These 30 Claude Code slash commands will make you 10x more productive inside Claude Code.

If you're using Claude regularly, you'll want to save these:

THIS IS HOW THE QUANTUM COMPUTERS WORK

Jensen Huang thinks Dario Amodei's prediction of $1T in AI revenue by 2030 is too conservative.

"I believe Dario and Anthropic are going to do way better than that. Way better than that.

And the reason for that is the one part that he hasn't considered: I believe every single enterprise software company will also be a value-added reseller of Anthropic's tokens.

And they’re going to get this logarithmic expansion. Their go-to-market is going to expand tremendously this year."

America needs to move at the speed of AI and innovation — we call it Trump speed.

#SecretaryWright: “If you have a dominant power in AI, they will be the dominant power on the planet — militarily, economically, technologically and ultimately socially.”

🚨 JUST IN: Sec. Scott Bessent just exposed it, the Gulf nations were HIDING Iranian regime assets and bank accounts...then gave Bessent access when Iran started striking them

Economic assassination!

Iran's former friends TURNED ON THEM!

"A BIG mistake that the Iranians made was attacking their GCC neighbors, their neighbors in the Gulf, because we had many very good allies who maybe weren't completely transparent with us on the money, Iranian money that was in their banking systems, all of a sudden became VERY compliant in terms of being willing to turn over accounts or help us freeze block accounts!"

"And then the third part was the incredible blockade. I really think it's the economic blockade of funds and the physical blockade of the ships not going in or out of the Iranian ports."

"Kharg Island is shut down. That's their big oil loading facilities, and that means that they're going to have to start taking down the wells."

🚨 Howard Lutnick stuns the World by saying Technilogy Companies and committed over $2.5 Trillion dollars to build in America

Promises MADE, Promises KEPT

This is HUGE 🔥

🇺🇸🇺🇦 $PLTR Palantir’s PRISMA software is actively running inside Ukrainian long-range drone strike command posts — confirmed on camera by CNN

Another major LLM company has entered the Physical AI race

Alibaba’s Qwen team just released Qwen-VLA, a unified Vision-Language-Action model that can control humanoid robots and integrates manipulation, navigation, trajectory prediction, and cross-embodiment control (single-arm, dual-arm, humanoid) into one system.

It adapts to different robot bodies via embodiment-aware prompts without separate training heads, matches or outperforms specialist models on key benchmarks, and achieves 76.9% OOD success on real ALOHA dual-arm tasks.

Google has Gemini Robotics. France’s Mistral recently released Physics AI and acquired Emmi AI.

From chatting with AI to acting in the physical world--the competition is accelerating fast.

One context engineering change dropped Claude Code's token usage by 3x.

> 10.4M tokens, 10 errors, $9.21 with Supabase as the backend
> 3.7M tokens, 0 errors, $2.81 after swapping in Insforge Skills + CLI

Are you still paying 3x more than you need to?

insforge.dev

Boris Cherny, Head of Claude Code, says he now has “a Claude that prompts other Claudes.”

His punchline: “I don’t even talk to Claude anymore.”

That sounds like a joke, but it captures where AI workflows are heading.

We are moving from humans prompting one model to agents managing other agents.

The next productivity jump may not come from a better chatbot interface.

It may come from AI systems that break down tasks, delegate to specialized models, review the outputs, and only bring humans in at the end.

The prompt engineer becomes the agent architect.

The Leadings Stocks in 2026:

Market Leaders
$SNDK Sandisk +593.67%
$MU Micron +229.01%
$DELL Dell +227.94%
$BE Bloom Energy +214.67%
$ARM Arm +213.12%
$STX Seagate +212.02%
$WDC Western Digital +199.78%
$NBIS Nebius +165.65%
$FLEX Flex +145.41%
$CIEN Ciena +140.48%
$MRVL Marvell +136.34%
$AMD AMD +135.77%
$ASX ASE +129.92%
$ENLT Enlight +128.99%
$NOK Nokia +124.85%
$GLW Corning +103.78%
$RKLB Rocket Lab +103.14%
$ALAB Astera Labs +99.69%

Next-Gen Leaders
$MXL MaxLinear +421.20%
$AAOI Applied Optoelectronics +335.79%
$ICHR Ichor +272.69%
$VSH Vishay Intertechnology +254.56%
$DOCN DigitalOcean +220.62%
$VPG Vishay Precision Group +219.18%
$VICR Vicor +200.41%
$VIAV VIAVI Solutions +169.03%
$AMBQ Ambiq +166.51%
$HUT Hut 8 Mining +160.88%
$PL Planet Labs +157.50%
$SEDG SolarEdge +154.16%
$BLDP Ballard Power Systems +144.75%
$AMPX Amprius +139.72%

Speculative Leaders
$AXTI AXT Inc +499.77%
$RXT Rackspace +427.55%
$SATL Satellogic +390.21%
$AEHR Aehr Test Systems +339.25%
$HYLN Hyliion +273.80%
$NVTS Navitas Semi +254.67%
$OPTX Syntec Optics +243.10%
$MX Magnachip +241.09%
$SPIR Spire Global +198.56%
$CPSH CPS +190.97%
$FEL FuelCell Energy +189.57%
$PURR Hyperliquid Strategies +183.00%
$PENG Penguin Solutions +180.84%
$MRAM Everspin +179.15%
$BKSY BlackSky +152.45%
$OSS One Stop Systems +148.02%
$UMAC Unusual Machines +142.60%
$USAR USA Rare Earth +128.09%

Jim Simons, founder of Renaissance Technologies, on why the most successful fund in history was built on collaboration, not finance:

Simons opens with a confession:

"I'm not your typical businessman."

What follows is a formula for building a team, one he describes, fittingly for a mathematician, as an algorithm.

He lays out the model he used at Renaissance:

"My algorithm has always been you got smart people together. You give them a lot of freedom. You create an atmosphere where everyone talks to everyone else."

The detail he keeps returning to is communication, the refusal to let talent work in isolation:

"They're not hiding in a corner with their own little thing. They talk to everybody else."

Then come the final two ingredients: tools and ownership.

"And you provide the best infrastructure, the best computers and so on that people can work with, and make everyone partners."

He sums the whole philosophy up in a single line:

"So that was the model that we used in Renaissance."

The takeaway is striking in its simplicity. Simons doesn't credit a secret indicator or a proprietary edge.

He credits a culture: gather brilliant people, hand them freedom, force open conversation, equip them with the best tools, and make them partners in the outcome.

Your home is about to become an AI data center and pay off your mortgage

This is not a theory. It is already happening.

Nvidia partnered with homebuilders to install AI hardware directly into new homes.

A white box on the wall. Internet. Power outlet.

It processes AI workloads for companies around the world.

You do nothing. It just runs 24/7.

Homeowners get paid a fixed amount every single month.

Estimates put it at $2,000 to $3,000 straight into your account.

That is $36,000 a year just for a box on your wall.

These guys broke down exactly why this is massive, who is behind it and how regular homeowners get in.

Suburbs are quietly becoming the new AI infrastructure.

And the people who got in early are already getting paid.

Watch the full video. All the alpha and everything you need to know is in there.

Someone built a tool that turns GitHub into a prompt library.

Replace "github" with "gitreverse" in any repository URL.

That's it.

You'll instantly see the prompt behind the project and learn how it was built.

→ Reverse-engineer workflows
→ Study real-world prompts
→ Replicate projects faster

No installation required.

100% free.

gitreverse.com